Upload CSV files and turn them into dashboards

CSV exports are easy to create, but hard to analyze in a consistent way. Upload a file to Daymark to get answers as charts and tables, then save them to a dashboard you can share with your team.

Connect CSV file View integration docs

CSV files are not built for reporting

Manual cleanup

You spend time renaming columns, fixing formats, and correcting types.

Hard to see changes

Trends and outliers can be missed when you work row by row.

Too many versions

New exports create new files and the numbers stop matching.

How Daymark works with CSV files

Go from file upload to dashboard in minutes

Skip the repeated sorting and filtering. Upload your CSV, ask a question in plain English, and save the result to a dashboard for ongoing reporting.

Step 1

Upload your CSV

Upload a file in minutes with read-only access.

Step 2

Ask a question

Use plain English to explore the data and get a clear visual answer.

Which campaigns increased last week?

Filter by weekCompare regionsGroup by plan

Step 3

Build a dashboard

Save charts and tables to a dashboard your team can use and share.

Revenue

Retention

An AI workspace for trustworthy metrics

Ask questions in plain English, use data from multiple sources, and save answers as dashboards your team can share. No SQL required.

Ask questions and get clear answers

Ask a question and Daymark returns a chart, table, or summary that answers it. Save the result when it is useful.

Which channel drove the most pipeline last week?

Checking tables and fields

Preparing the query

Running the analysis

Building the chart

Use multiple data sources in one place

Bring key metrics from tools like HubSpot, Ads, Analytics, Sheets, and Postgres into one workspace.

HubSpot

→ Deals

Google Ads

→ Spend

Google Analytics

→ Sessions

One metrics view→

Dashboards your team can share

Save answers to dashboards so your team can review the same metrics. Share dashboards for weekly updates, planning, and reviews.

Dashboard analytics grid with four charts

See Daymark in action →

Security & AI data safeguards

Keep access read-only and scoped while AI context stays limited to schema metadata.

Security & permissions

Read-only access with least privilege

Daymark integrations use the minimum scopes required and never modify production systems.

Read-only connectors
No production writes
Scoped DB access

AI data policies

Built for safe AI analysis

AI uses only schema metadata for context and never trains on your data, and it cannot modify live or production systems.

No training on user data
AI cannot modify live data
Metadata-only access

Connect CSV file in Daymark

Start exploring your data with read-only access in minutes.

Connect CSV file View integration docs